See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,091 | $69,518-84.0% | $59,878-81.5% | $135,375-91.8% |
| Participation rate | 54.5% | 77.8%-23.3pp | 74.7%-20.2pp | 82.6%-28.1pp |
| Annual return | -9.10% | 7.94%-17.0pp | 3.46%-12.6pp | 519.73%-528.8pp |
| Employer contribution / active EE | $548 | $3,235-83.1% | $2,722-79.9% | $4,779-88.5% |
| Participant deferral / active EE | $1,020 | $4,206-75.7% | $3,402-70.0% | $5,609-81.8% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,590-100.0% | $10,827-100.0% |